AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 17 filers reported holding AMERICAN CENTY ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,317,866 | -1.4% | 868,246 | +1.7% | 2.59% | -2.2% |
| Q2 2023 | $49,007,464 | -1.1% | 853,789 | -1.8% | 2.64% | -5.2% |
| Q1 2023 | $49,577,449 | +5.1% | 869,322 | -2.0% | 2.79% | +0.1% |
| Q4 2022 | $47,194,012 | +23.7% | 887,272 | +6.1% | 2.78% | +9.4% |
| Q3 2022 | $38,148,000 | -12.6% | 836,208 | -2.3% | 2.54% | -7.4% |
| Q2 2022 | $43,626,000 | +12.8% | 856,090 | +33.5% | 2.75% | +9.3% |
| Q1 2022 | $38,692,000 | -4.8% | 641,271 | 0.0% | 2.52% | -2.4% |
| Q4 2021 | $40,650,000 | +3.8% | 641,271 | +2.3% | 2.58% | -4.8% |
| Q3 2021 | $39,160,000 | -0.9% | 626,653 | 0.0% | 2.71% | -12.7% |
| Q2 2021 | $39,523,000 | +11.7% | 626,653 | +7.1% | 3.10% | -60.2% |
| Q1 2021 | $35,393,000 | +5.8% | 584,954 | 0.0% | 7.80% | -5.4% |
| Q4 2020 | $33,454,000 | +16.7% | 584,954 | +0.5% | 8.24% | -5.3% |
| Q3 2020 | $28,672,000 | +6.1% | 582,063 | +0.1% | 8.70% | +6.9% |
| Q2 2020 | $27,021,000 | +60.8% | 581,711 | +37.5% | 8.14% | +25.2% |
| Q1 2020 | $16,807,000 | +155.7% | 423,033 | +246.1% | 6.50% | +222.9% |
| Q4 2019 | $6,572,000 | – | 122,215 | – | 2.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 936,361 | $58,513,000 | 21.90% |
| Versant Capital Management, Inc | 577,047 | $36,060,000 | 12.74% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 695,549 | $43,465,000 | 10.08% |
| WIPFLI FINANCIAL ADVISORS LLC, | 993,177 | $62,063,637,000 | 7.91% |
| PrairieView Partners, LLC | 623,111 | $38,938,000 | 5.81% |
| Adero Partners, LLC | 400,732 | $25,042,000 | 4.52% |
| RVW Wealth, LLC | 408,219 | $26,000,000 | 3.12% |
| Plancorp, LLC | 626,653 | $39,160,000 | 2.71% |
| MAGNOLIA CAPITAL ADVISORS LLC | 92,521 | $5,782,000 | 2.02% |
| OneDigital Investment Advisors LLC | 774,678 | $48,410,000 | 1.92% |